Rubin Miller, CFA

Rubin Miller, CFA

Chief Investment Officer, Senior Financial Advisor

Rubin is the Founder & Chief Investment Officer of Peltoma Capital Partners. He lives in Austin, TX with his daughter, Olive. He has nearly 20 years of investment experience, starting as a commodities and fixed income trader at The Chicago Board of Trade, then as a Regional Director at Dimensional Fund Advisors, and most recently as a Partner, Senior Financial Advisor and Chief Investment Officer at Perspective Wealth Partners.

Rubin founded Peltoma Capital Partners, in 2023, to help show people that there's a better way to invest. In addition to being a Forbes contributor, he is the acclaimed writer of the Fortunes & Frictions blog, which has readers in over 125 countries and has earned praise from individuals like Josh Brown (CNBC) and Jason Zweig (WSJ). He's recognized as someone who can demystify complicated investment ideas, and takes the time to ensure investors are aligned on the core ideas of what's being implemented on their behalf.

Rubin is a relentless advocate for financial literacy, and a founding committee member of the USC Financial Literacy Festival, which had over 1,000 attendees in its inaugural 2022 event. He was a speaker at both SXSW 2023 + SXSW 2024, in Austin, TX.

In early 2024, he became a board member of the University of Southern California (USC) Center for Investment Studies.

He graduated from Kenyon College, and received an MBA in Finance from USC. Rubin earned the National Chess Master title at age 15. He is a CFA charterholder.

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